How to get Dynamics 365 records and filter records with empty Project Number fields. Create HTML table and Email

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Posted on by MattP13

I'm trying to create a scheduled flow that will run every 2 weeks.

This flow will pull a list of Project Records from Dynamics 365 and filter the list to only contain records that

meet the following conditions met

1. Status = Active (FYI - the actual Field label is Status BUT the field name is statecode with an option value of 0 - Active or 1 - Inactive)

2. Project Number Field is empty

If both those conditions are met, a HTML Table is created and then emailed to a user containing the Project Name, Date Created and link to the Project form in CRM for that particular record.

Currently the flow runs successfully but I do not receive any email. I'm pretty sure the issue lies somewhere in the middle of the flow.

Help me out fam!

Image of current flow:

Zoomed In Image of Current Flow:

CRM Project Number Field:

Categories:

Building flows

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PowerBack19 679 on at

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@MattP13 - What account are you using for the "Send an Email (v2)" step? Is it a service account, your account, or some other account? If it's a different account, do you have permissions in Exchange to send emails on behalf of that account?

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MattP13 99 on at

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@PowerBack19I actually figured it out. See image of flow below and the image of the result.

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PowerBack19 679 on at

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One last thing, I would suggest you start using the Common Data Service connectors. The Dynamics 365 connectors are deprecated.

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MattP13 99 on at

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Thanks for the feedback, I will start doing so!

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